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CIK: 0001998597
Total reported value
$1.9B
$1.9B
12 檔
68.4%
The Q4 2025 SEC filing reveals that JANA Partners Management, LP held a total portfolio value of $1.9B, covering 12 public equity positions.
JANA Partners Management, LP executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRCY | Mercury Systems Inc | Stock-Industrials | 18.84% | +6.81% | -16.78% | |
| 2 | COO | Cooper Cos Inc/the | Stock-Healthcare | 15.01% | -2.37% | +44.57% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.89% | -0.46% | +1.22% | |
| 4 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 10.92% | -0.93% | — | |
| 5 | MKL | Markel Group Inc | Stock-Financials | 9.08% | -1.10% | -44.90% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 7.85% | -5.97% | — | |
| 7 | THS | Treehouse Foods Inc | Stock-Other | 7.15% | — | — | |
| 8 | ALKT | Alkami Technology Inc | Stock-Other | 5.88% | +1.13% | +158.65% | |
| 9 | RPD | Rapid7 Inc | Stock-Other | 5.33% | +0.56% | +3.71% | |
| 10 | FUN | Six Flags Entertainment CORP | Stock-Other | 3.29% | +0.06% | +1.63% | |
| 11 | FRPT | Freshpet Inc | Stock-Consumer Staples | 1.77% | — | -46.82% | |
| 12 | EHABUSD | Enhabit Inc | Stock-Other | 1.00% | -1.83% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COO | Cooper Cos Inc/the | +6.9% | +44.57% | Add |
| 2 | ALKT | Alkami Technology Inc | +3.6% | +158.65% | Add |
| 3 | THS | Treehouse Foods Inc | +1.5% | — | Unchanged |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.4% | +1.22% | Add |
| 5 | EHABUSD | Enhabit Inc | +0.2% | -2.19% | Trim |
| 6 | RPD | Rapid7 Inc | -0.6% | +3.71% | Add |
| 7 | FRPT | Freshpet Inc | -1% | -46.82% | Trim |
| 8 | FUN | Six Flags Entertainment CORP | -1.2% | +1.63% | Add |
| 9 | LW | Lamb Weston Holdings Inc | -3.2% | — | Unchanged |
| 10 | MRCY | Mercury Systems Inc | -3.5% | -16.78% | Trim |
| 11 | MKL | Markel Group Inc | -4.6% | -44.90% | Trim |
| 12 | TRMB | Trimble Inc | — | EXIT | Sold out |
| 13 | FISV | Fiserv Inc | — | NEW | New buy |
According to official SEC Form 13F filings, JANA Partners Management, LP reported a total U.S. public equity portfolio value of $1.9B across 12 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MRCY, COO, SPY) accounted for 68.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
FISV
市值: $150.8M
Top Position Liquidated / Trimmed
TRMB
前期市值: $153.6M
During Q4 2025, JANA Partners Management, LP's top holdings by market value included MRCY (18.8%)、COO (15.0%)、SPY (13.9%). The largest single position, MRCY, represented 18.8% of total portfolio value.
In Q4 2025, JANA Partners Management, LP made 11 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 4 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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